Portfolio Manager El Segundo OR Los Angeles, CA
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Job Location:
El Segundo, CA - USA
Yearly Salary:
$ 150000 - 190000
Posted on:
3 hours ago
Vacancies:
1 Vacancy
Job Summary
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools training and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associates unique experiences background and perspectives and provides a collaborative environment for all employees to grow and thrive.
As a premier California-focused financial services company dedicated to serving its communities families and businesses (small mid-sized and large) CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for Best Bank and Best Commercial Bank from the readers of San Diego Union-Tribune and Orange County Register. Additionally as a division of Zions Bancorporation the bank has collected multiple Greenwich Excellence Awards for Overall Client Satisfaction in Small Business & Middle Market Excellence Awards.
California Bank and Trust is looking for a Power Finance Portfolio Manager to work in our El Segundo or Los Angeles CA office. This role is responsible for managing and servicing a portfolio of existing loan relationships
Job Requirements:
Responsible for managing and servicing a portfolio of project finance loans primarily centered in the power industry (renewable energy natural gas electric transmission etc.).
Responsible for identifying key credit risks recording and monitoring borrower covenants ongoing account servicing (admin agency construction draws billing rate setting etc.) monitoring operating and financial performance reassessing risk grades as necessary preparing extensive credit reviews which requires working with complex financial models.
The Portfolio Manager provides documentation review and closing support during the execution of new lending opportunities
Other responsibilities include maintaining various internal databases handling reporting on loans such as past dues documentation and collateral exceptions risk grades and portfolio profitability.
May assist bankers on the originations team with new loan requests. Attends industry conferences site visits and other related events.
Acts as the primary point of contact on closed loans and works directly with clients to resolve any pending issues. Works alongside middle office and loan operations to service our clients needs.
Applies all applicable credit policies and procedures to the execution of the risk management process. Works under limited direction and independently determines & develops solutions to a variety of issues that may arise.
Assists senior bankers with the mentoring and training of a team of associates and credit analysts.
Ability to work independently with limited supervision.
Other special projects as assigned.
Can also be filled at Portfolio Manager III which requires at least 5 years banking experience.
Minimum Job Qualifications:
Requires a bachelors degree in Finance Accounting Business Economics or related field. 8 years of banking experience in relationship management underwriting and/or credit/portfolio management.
Experience in project finance structured finance and/or commercial real estate finance highly preferred.
Advanced knowledge of various types of loans credit analysis spreading (and spreading software) and analyzing financial statements risk analysis loan documentation etc.
Advanced knowledge of banking products services policies procedures and regulations.
Excellent credit skills in underwriting including financial statement analysis financial modeling and valuation.
Requires excellent customer service relationship organizational analytical and creative problem-solving skills.
Ability to meet deadlines.
Must have excellent communications skills both verbal and written.
Knowledge of various software applications including Word Excel PowerPoint Moodys Risk Analyst S&P/Capital IQ and Teams.
Benefits:
Medical & Dental Insurance & Vacation & Profit Sharing - START DAY ONE!
401(k) plan competitive compensation in line with work experience.
Most roles eligible for sales bonuses monthly incentives and/or annual discretionary bonus some roles include mileage travel time pay and/or parking waivers (must meet eligibility requirements
Paid Training Paid Vacation Paid Holidays and promotional opportunities offered from within
Tuition Reimbursement for qualifying employees
Stable Employer we are a division of Zions Bancorporation and included in the S&P 500 & NASDAQ Financial 100 indices.
This position is eligible to earn a base salary in the range of $150000 - $190000 annually depending on job-related factors such as level of experience.
Required Experience:
Manager
Key Skills
- Project / Program Management
- Project Portfolio Management
- Portfolio Management
- Credit Analysis
- Banking
- Pricing
- Analysis Skills
- Project Management
- Financial Analysis
- Budgeting
- Property Management
- Contracts
About Company
We are looking for a Relationship Banker (Commercial Lending) in San Diego, CA. This role focuses on identifying appropriate lending opportunities,...
